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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,436 | $49,897-69.1% | $80,648-80.9% | $75,177-79.5% |
| Participation rate | 10.0% | 55.3%-45.3pp | 67.0%-57.0pp | 67.2%-57.2pp |
| Annual return | 19.57% | 34.68%-15.1pp | 937.21%-917.6pp | 160.75%-141.2pp |
| Employer contribution / active EE | $314 | $1,699-81.5% | $2,724-88.5% | $2,671-88.3% |
| Participant deferral / active EE | $608 | $2,992-79.7% | $4,443-86.3% | $4,126-85.3% |
| Admin fee / account holder | $68 | $3,579-98.1% | $5,382-98.7% | $5,651-98.8% |